Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,908 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,041
shares
|
$313,299
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,040
shares
|
$312,998
0.2% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,038
shares
|
$312,396
0.07% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,036
shares
|
$311,794
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,031
shares
|
$310,289
0.02% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,026
shares
|
$308,784
0.12% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
1,026
shares
|
$308,784
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,020
shares
|
$306,979
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
1,019
shares
|
$306,678
0.14% of portfolio
|
Q4 2024
Added 33.73%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
1,017
shares
|
$306,076
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
1,016
shares
|
$305,775
0.09% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,014
shares
|
$305,173
0.01% of portfolio
|
Q4 2024
Reduced 77.77%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,013
shares
|
$304,872
0.19% of portfolio
|
Q4 2024
Reduced 37.47%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
1,012
shares
|
$304,571
0.1% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,010
shares
|
$303,969
0.08% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,007
shares
|
$303,066
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,005
shares
|
$302,464
0.05% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,005
shares
|
$302,464
0.02% of portfolio
|
Q4 2024
Reduced 62.15%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
1,005
shares
|
$302,464
0.14% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
1,005
shares
|
$302,464
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
1,001
shares
|
$301,260
0.01% of portfolio
|
Q1 2021
Reduced 24.17%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$300,960
0.06% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$300,960
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$300,960
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
1,000
shares
|
$300,960
0.11% of portfolio
|
Q4 2024
New holding
|